Founders Financial Securities’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$274K Sell
2,442
-166
-6% -$21.8K 0.02% 467
2025
Q4
$420K Buy
2,608
+107
+4% +$17.2K 0.02% 408
2025
Q3
$372K Buy
2,501
+49
+2% +$6.64K 0.03% 389
2025
Q2
$283K Buy
2,452
+58
+2% +$5.8K 0.02% 427
2025
Q1
$236K Buy
2,394
+76
+3% +$8.28K 0.02% 425
2024
Q4
$246K Buy
+2,318
New +$225K 0.02% 406
2021
Q4
Sell
-1,860
Closed -$252K 279
2021
Q3
$252K Sell
1,860
-10,370
-85% -$1.55M 0.05% 230
2021
Q2
$1.79M Sell
12,230
-320
-3% -$39.4K 0.35% 61
2021
Q1
$1.39M Sell
12,550
-960
-7% -$116K 0.32% 60
2020
Q4
$1.53M Sell
13,510
-4,550
-25% -$478K 0.37% 49
2020
Q3
$1.85M Sell
18,060
-15,040
-45% -$1.5M 0.59% 33
2020
Q2
$3.19M Buy
33,100
+4,810
+17% +$334K 1.03% 23
2020
Q1
$1.18M Buy
28,290
+860
+3% +$38.8K 0.44% 30
2019
Q4
$1.09M Sell
27,430
-7,820
-22% -$264K 0.37% 51
2019
Q3
$1.1M Buy
35,250
+160
+0.5% +$5.48K 0.35% 56
2019
Q2
$1.05M Buy
35,090
+430
+1% +$11.2K 0.35% 50
2019
Q1
$716K Buy
34,660
+13,200
+62% +$233K 0.23% 71
2018
Q4
$297K Buy
+21,460
New +$302K 0.11% 88

Other funds holding SHOP

Founders Financial Securities's SHOP Position: Q1 2026 in Review

Founders Financial Securities reduced its Shopify (SHOP) stake by 6.4% in Q1 2026, selling an estimated $21.8K and leaving 2,442 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #467.

Founders Financial Securities first reported a position in SHOP in Q4 2018 and has held it in 18 quarters since. The position peaked at $3.19M in Q2 2020. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Founders Financial Securities held 2,442 shares of Shopify worth $274K as of Q1 2026.
  • Founders Financial Securities sold 166 Shopify shares in Q1 2026, an estimated $21.8K.
  • Shopify made up 0.02% of Founders Financial Securities's portfolio in Q1 2026, its #467 holding.
  • Founders Financial Securities first reported a position in Shopify in Q4 2018 and has held it in 18 quarters since.
  • Founders Financial Securities's Shopify position peaked at $3.19M in Q2 2020.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.